Creating or Changing a Master Inspection Characteristic

Prerequisites

If you want to change a master inspection characteristic with history, you must have set the relevant indicator in Customizing.

Procedure

  1. Proceed as follows:

To...

Choose

On the initial screen, enter the following data:

Create a new master inspection characteristic

Start of the navigation path Logistics Next navigation step Quality Management Next navigation step Quality Planning Next navigation step Basic Data Next navigation step Inspection Characteristic Next navigation step Create End of the navigation path

  • Plant

  • Name of master inspection characteristic (optional)

  • Valid from

  • Name of a class characteristic (optional)

  • Reference data (optional)

Create a new validity period (version) for an existing master inspection characteristic

Start of the navigation path Logistics Next navigation step Quality Management Next navigation step Quality Planning Next navigation step Basic Data Next navigation step Inspection Characteristic Next navigation step Create Version End of the navigation path

  • Plant

  • Name of master inspection characteristic

  • Valid from

  • Reference data (optional)

Change an existing master inspection characteristic

Start of the navigation path Logistics Next navigation step Quality Management Next navigation step Quality Planning Next navigation step Basic Data Next navigation step Inspection Characteristic Next navigation step Change End of the navigation path

  • Plant

  • Name of master inspection characteristic

  • Key date

Display an existing master inspection characteristic

Start of the navigation path Logistics Next navigation step Quality Management Next navigation step Quality Planning Next navigation step Basic Data Next navigation step Inspection Characteristic Next navigation step Display End of the navigation path

  • Plant

  • Name of master inspection characteristic

  • Key date

  • Version of master inspection characteristic to be displayed

  1. Choose Master inspection characteristic.

The general data screen for the master inspection characteristic appears.

  1. When creating a master inspection characteristic, define the characteristic type (quantitative or qualitative characteristic), or in the Preset indicators field, enter a control key that has already been defined in Customizing.

Note Note

You cannot change the characteristic type if you:

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  • Change the master inspection characteristic without history and the master inspection characteristic is linked to a class characteristic

  • Change the master inspection characteristic without history and the master inspection characteristic is referenced in a task list or in a material specification

  • Use a control key, for which the Indicator fixed indicator has been set

  1. Enter a short text, a long text if required, and a search field, set the required status, and choose Control indicators.

The system displays different dialog boxes for editing the control indicators for the master inspection characteristic, depending on the characteristic type that you have previously defined.

  1. Edit the control indicators and choose Continue.

The general data screen for the master inspection characteristic reappears.

  1. If necessary, enter the following additional information:

  • Internal characteristic ID

In this field, you can enter an additional characteristic description. This description identifies a characteristic during the electronic exchange of characteristic values.

  • Authorization group

  • Inspector qualification

  • Fraction calculation

  • Characteristic weighting

  • Info fields (purely informative data for the master inspection characteristic)

  • Quantitative data (for example, target value, plausibility limits, specification limits)

Note Note

In the screen area Administrative data, the validity of the master inspection characteristic, the creator, creation date, and, if available, the person who made the changes and the change date.

End of the note.
  1. Save your data.

Note Note

If you change a master inspection characteristic that is referenced in a task list and you have made this change without history, the changes are also included in the task list, since the system does not create a new master inspection characteristic version in the change procedure.

However, if you change the master inspection characteristic with history, the system creates a new version with the same validity period. In this case, the changes are not included in the task list, since this contains the old version of the master inspection characteristic. You can make settings in Customizing at client level to trigger the replacement function automatically when a master inspection characteristic is saved.

End of the note.

Additional Functions on the General Data Screen for the Master Inspection Characteristic

Function

Menu Path/Pushbutton

Additional Information

Displaying the time axis

Time axis pushbutton

You can display a list of all valid versions of the master inspection characteristic (in chronological order, according to validity). From the list, you can display the version you require.

Displaying the field history

Field history pushbutton

You can display the change history for a field. If you made changes to a master record without history, the system displays only the current entry in the field. If, however, you made the changes with history, the system lists all changes with the name of the user who changed the field, the date the field was changed, and all the previous values of the field.

Creating/changing the long text

Create/change long text pushbutton

You can create or change a long text for the master inspection characteristic.

Editing other languages

Other languages pushbutton

You can create, change, or display the short text for the master inspection characteristic in other languages.

Editing the sample-drawing text

Sample-drawing text pushbutton

You can create, change, or display a sample-drawing text for the master inspection characteristic in several languages.

Editing quantitative data

Quantitative data pushbutton

You can create, change, or display additional quantitative data.

Editing the classification

Classification pushbutton

You can classify master inspection characteristics, to systematically define, search for, and reuse master inspection characteristics.

Assigning Inspection methods

Inspection methods pushbutton

You can assign inspection methods to the master inspection characteristic.

Assigning Catalogs

Catalogs pushbutton

You can assign code groups or selected sets to the master inspection characteristic.

Completion check

List field

If you select the option Complete copy model or Reference characteristic, the system checks if the master inspection characteristic was completely maintained. The data that you need to enter depends on the control indicator settings in the master inspection characteristic.

You can copy or create a reference to a reference characteristic. You can only copy a complete copy model. An incomplete copy model can only be copied to a task list.

For master inspection characteristics that are linked to a class characteristic, the system automatically sets the entry Reference characteristic, which cannot be changed.

Displaying a class characteristic

Start of the navigation path Environment Next navigation step Display class characteristic End of the navigation path

You can display the data for a class characteristic that is linked to the master inspection characteristic.

Displaying a material specification

Start of the navigation path Environment Next navigation step Material specification usage End of the navigation path

You can display a list of all material specifications that use the master inspection characteristic. From this list, you can display data in individual material specifications.

Displaying a certificate profile

Start of the navigation path Environment Next navigation step Certificate profile usage End of the navigation path

You can display a list of all certificate profiles that use the master inspection characteristic or class characteristic. From this list, you can display individual certificate profiles.